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🇨🇭UBS: Regulatory Capital Requirements & Strategic Impact Analysis
In a crisis, the difference between having USD 13 billion in AT1 bonds versus USD 20 billion in CET1 capital (hard equity) available is night and day. It is the difference between a high-risk accounting trick that can trigger panic and a fortress-like cushion that absorbs losses silently.From the perspective of protecting a bank and…
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🇨🇭Huber+Suhner (HUBN) : End-to-End High-Precision Testing Solutions – Acquisition of Ingun ( 🇩🇪Germany)
Huge respect for companies like HUBER+SUHNER (SIX: HUBN) . The acquisition of Ingun is a highly strategic and smart move for HUBER+SUHNER (HUBN) for three main reasons: . Press Release: Ingun adds complementary technology, expands customer access and strengthens HUBER+SUHNER’s positioning as a provider of end-to-end testing solutions. HUBER+SUHNER announces today that it has successfully…
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🇨🇭 CFO of dormakaba (SIX: DOKA) Pushed Through a High Risk Sale-And-Leaseback (SLB) Strategy
The CFO of dormakaba (SIX: DOKA) has just pushed through a high risk strategy, that increases risks for shareholders, hollows out the company balance sheet and will come back to bite the company in the next recession, amplifying risk, when he is long gone: . dormakaba signs sale-and-leaseback agreement for headquarters site in Rümlang Transaction…
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🇨🇭🖥AI: Swiss Companies – Data Center Expansion – Security
AI: Swiss companies are seeing the data center expansion unfold with high fidelity. For example dormakaba has a great inside view of what is happening and where. They had some nice slides in their slidedeck earlier this year: . Dormakaba illustrates how physical infrastructure and building tech companies profit from the ongoing global data center…
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🇨🇭BKW – 📉 Short Idea Hedge For Global Warming Hitting Western Europe
If you need a short idea and believe global warming and climate change, this is the name: BKW AG is a bet on water (rainfall) being abundant in Western Europe. 📉 Lowered Expectations & Key DriversThe “Profit Warning” Adjustment: While BKW did not completely scrap their full-year 2026 EBIT target range of CHF 650 million…